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Southern Company
SO

Overview Fund Activity

1,727 hedge funds and large institutions have $49.8B invested in Southern Company in 2022 Q4 according to their latest regulatory filings, with 206 funds opening new positions, 730 increasing their positions, 511 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,727
Holders Change
+76
Holders Change %
+4.6%
% of All Funds
27.86%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.23%
New
206
Increased
730
Reduced
511
Closed
95
Calls
$319M
Puts
$212M
Net Calls
+$107M
Net Calls Change
+$69.4M

Top Buyers

1
BlackRock
BlackRock
New York
+$329M
2
AWA
Arete Wealth Advisors
Illinois
+$248M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$233M
4
Norges Bank
Norges Bank
Norway
+$195M
5
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
+$124M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$384M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$201M
3
Millennium Management
Millennium Management
New York
-$135M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$78.3M
5
WHRC
W.H. Reaves & Co
New Jersey
-$65.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
1476
WealthShield Partners
North Carolina
$202K +$202K +2,834 New
EIP
1477
Ellis Investment Partners
Pennsylvania
$201K +$1.5K +21 +0.8%
IAS
1478
Insigneo Advisory Services
Florida
$201K +$201K +2,819 New
BWM
1479
Baystate Wealth Management
Massachusetts
$198K +$66.3K +928 +50%
HS
1480
Horan Securities
United States
$197K +$8.5K +119 +5%
GFP
1481
Gryphon Financial Partners
Ohio
$187K +$187K +2,617 New
CT
1482
Colonial Trust
South Carolina
$177K +$7.14K +100 +4%
TF
1483
Tompkins Financial
New York
$176K – – –
EIM
1484
Essex Investment Management
Massachusetts
$171K – – –
DAC
1485
Dividend Assets Capital
South Carolina
$170K – – –
SC
1486
Stephens Consulting
Michigan
$170K – – –
BC
1487
Burleson & Co
California
$169K +$10.9K +153 +7%
CWC
1488
Carolinas Wealth Consulting
North Carolina
$166K +$323 +96 +0.2%
RCG
1489
Rock Creek Group
District of Columbia
$166K -$40.3K -565 -20%
DMBA
1490
Deseret Mutual Benefit Administrators
Utah
$166K -$139K -1,942 -46%
BLC
1491
Brown, Lisle/Cummings
Rhode Island
$165K +$286 +4 +0.2%
TSW
1492
Thompson Siegel & Walmsley
Virginia
$163K – – –
TC
1493
Truvestments Capital
Florida
$162K -$52.2K -731 -24%
CCC
1494
Chelsea Counsel Company
California
$161K +$161K +2,255 New
DCM
1495
Dupont Capital Management
Delaware
$161K -$240K -3,363 -60%
QC
1496
Quent Capital
New York
$159K +$42.6K +596 +37%
PP
1497
PrairieView Partners
Minnesota
$158K – – –
IFA
1498
Interactive Financial Advisors
Illinois
$158K – – –
TFA
1499
Toth Financial Advisory
Virginia
$157K +$428 +6 +0.3%
HWMA
1500
Heritage Wealth Management (Arizona)
Arizona
$155K +$80.6K +1,129 +108%
58 59
60
61 62